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20130422
20130422
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with our reduced output so the faith is still there, that it's well run in a bad macro economic environment which comes back to mcdonald's which you have a note out today from sus can dehanna which says it is executing across the world and it is stable in its market share or gaining and it is against it. that seems to be the major theme. >> another theme that's sort of emerged in these big companies, citigroup, as well is the strength of the latin american consumer and the latin american corporation. caterpillar noting that lshg, even though china continues to be weak and there seems to be a shift from asia pacific to latin america coming from these multinationals. >> resuming the buyback does not hurt by the end of the year. it had approved for a while in '07. >> and that might be taking some of the sting out of this today. >> when we come back, yet another price target cut for apple ahead of its earnings and this time from bmo. colin gilles over at bgc is upgrading the stock this morning. which one is right? we'll hear from both analysts this morning. the dow coming off its worst week sin
's the combination of really good human qualities. i mean, you know, you really -- these are complicated environments and you have to have a feeling for people and the built to deal with people and be trusted. i think at a place like -- you have to be a superb scholar and teacher and well respected. because -- people have to respect you if they come from an academic -- >> you leading the most talented intellectuals in the world. and they want somebody they can respect as a conversation partner. and i think it's out of th)iĆ” large faculty a couple of thousand people there better be a few who can lead. and my job is to find them. one of my jobs is to pick the talent, give them committee assignments and administrative jobs that would bring out the talent. >> do you have any idea what bart giamatti saw in you? >> i don't know, i was well organized. >> his provost, bilbray national guard, was a mentor of mine and i think bill sort of called me to his attention and it was to bill that i got to know him and got very important assignments even in the university so in may you'll preside over the graduation f
of the slow to modest growth environment. interest rates we think will stay pretty low. that overall is a reasonably attractive back drop for companies to deliver okay earnings growth. and so we can take earnings disappointments as long as it's minor. but as you say, it is a gdp and an earnings cliff, then we return to late '07/'08 type markets. we don't think it's going to happen, though. >> jonathan, it's ross here. what would you describe as okay earnings growth? >> well, i mean, okay in the context of the last six to nine months has been earnings estimates coming down week after week after week after week. the aggregate impact of that, though, is that european earnings growth expectations for 2012, remember those numbers are not finalized until we see the full years coming in the first part of this year. analyst expectations started last year around plus 10% and then our minus 3%. that's quite a big shift down when you put that into context of what we saw in 2008 where the earnings estimates went from plus 20 to minus 50%. so we've really seen in the context of previously earning
this is not an environment in which to address this. there are serious allegations of what they knew and did not know, and we'll have the benefit of hindsight. we are all monday morning quarterbacks on this, but because of his and issue intricately woven into legislation, we ought to let the dust settle, the emotions calm down before we address it. ashley: when you look at the root they took, everything was done legally. they went through the process, the younger brother became a citizen on 9/11 last year, the older brother held a green card, they filled out all the forms. what did the fbi now reportedly, allegedly i should say, knew they were tipped off the older brother, there was concerned about him. from an immigration point of view, some say they got through the cracks. tracy: fbi does not monitor immigrants. the fbi would only get involved with immigrant if there is credible allegation of criminal activity. it did not rise to the level of prosecution of credibility. they can only go forward with and do something with evidence when there is enough evidence to move forward with it did not exist at the ti
't replace the wild west environment with a legal situation. >> let me ask another question. techis that the highest end. i'm thinking of a rhode island business that has a high technical level of accomplishment. they don't have a colossal hr department. they work in a particular niche, when they can identify the person they need as the person they need, there may be the person with a skill set like that anywhere to be found. if you need a specific profile in dover, does this give you the capability to reach outnd recrthat person? the concern i ve heard from these businesses ieven iyou have heard from this person and start recruiting them, it creates so much uncertainty and delay and havoc that if they have an international capability, they will go wherever -- to germany, india or china. are you comfortable we can compete with those kind of people where there is a specific person you are looking for? >> i think the bill seeks a number of important steps. is of the points you hit on just by going to brown, the ph going to a hospital. help, ashe numbers long as we avoidniend consequen
Search Results 0 to 4 of about 5